Omni Small-Cap Value Fund 2023$0.2950$0.0000$1.3329$1.6278$18.0612/12/202312/13/202312/13/2022 2022$0.3237$0.0000$3.5434$3.8671$17.4712/14/202212/15/202212/15/2022 2021$0.4058$0.0000$0.5166$0.9224$21.7312/14/202112/15/202112/15/2021 2020$0.1912$0.0000$0.0000$0.1912$15.6912/15/202012/16/202012...
Large-CapETFsPerformancePurpose - A well-documented pattern in the literature concerns the outperformance of small-cap stocks relative to their larger-cap counterparts. This paper aims to address the "small-cap versus large-cap" issue using for the first time data from the exchange traded funds ...
Balance small-cap funds and large-cap funds in your portfolio Given the performance of small caps and large caps, some investors might be tempted to put all their money in one or the other. But it makes more sense to balance your portfolio, with portions allocated to small-cap funds and ...
Dimensional International Small Cap Value ETF (DISV) At close: January 24 at 4:00:00 PM EST Performance Overview: DISV Trailing returns as of 1/24/2025.Category is Foreign Small/Mid Value. YTD Return DISV 2.79% Category 5.21% 1-Year Return ...
The latest Net Asset Value (NAV) of Nippon India Small Cap Fund Direct- Growth as of 28/01/2025 is ₹169.34. The fund has an expense ratio of 0.68%, which is close to what most other Small Cap funds charge. Nippon India Small Cap Fund Direct- Growth returns of last 1-year are ...
Performance The fund has returned 17.55 percent over the past year. SEE MORE GSBGX PERFORMANCE Fees Fees are Below Average compared to funds in the same category. Gmo Small Cap Quality Fund has an expense ratio of 0.66 percent. Net Expense Ratio 0.66 Category Average: 1.19%* Management 0.655...
Performance The fund has returned 10.55 percent over the past year, 15.67 percent over the past three years, and 9.33 percent over the past five years. SEE MOREBSCAXPERFORMANCE Fees Fees areBelow Averagecompared to funds in the same category. Brandes Small Cap Value Fund has an expense ratio...
under management (AUM) as on 31/12/2024 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Axis Small Cap Fund Direct-Growth as of 31/01/2025 is ₹113.74. The fund has an expense ratio of 0.55%, which is close to what most otherSmall Capfunds charge...
HSBC Small Cap Fund Direct-Growth scheme return performance in last 1 year is 19.27%, in last 3 years is 73.62% and 819.15% since scheme launch. The min. SIP amount to invest in this scheme is ₹1000. Scheme Details AUM: ₹17,385.84 Cr Category: Equity: Small Cap Launch Date: ...
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